What departments does Phillip James Financial have?

Phillip James Financial has employees across 1 departments including Accounting.

What is the largest department at Phillip James Financial?

The largest department at Phillip James Financial is Accounting with 1 employees.

Where are Phillip James Financial employees located globally?

Phillip James Financial has employees across 1 continents and 1 countries including United States Of America.

How has Phillip James Financial's team size changed over time?

Phillip James Financial's team has remained stable from approximately 2 to 2 employees based on available data.

Learn more at LeadIQ.com

Phillip James Financial Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Phillip James Financial is an independent, fee-only financial planning and investment management firm based in Plymouth, Minnesota. The firm serves individuals and families by providing objective financial advice that aligns with clients’ goals, without the conflicts associated with commissions. Its fee-only structure means advisors are compensated directly by clients, promoting transparency and an incentive to grow client assets. Positioned within the financial services industry, the company emphasizes accessible, unbiased planning and investment guidance for clients at various life stages, from those just starting to save to those preparing for retirement. The organization operates from its Plymouth location and maintains a small professional team.

Phillip James Financial Global Highlights

North America
6

United States Of America
6

Phillip James Financial's Leadership

M. W.
Bookkeeper
Mobile Phone
Email

Phillip James Financial Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Phillip James Financial

Name

Title

Contact

Location

Last Update

M. W.
Bookkeeper
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Phillip James Financial known for?

Phillip James Financial was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-763-432-****

. Explore Phillip James Financial's company overview page for more information.

What is Phillip James Financial's most common email format?

Phillip James Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Phillip James Financial email formats with LeadIQ.

How many employees does Phillip James Financial have currently?

Phillip James Financial has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Phillip James Financial's key employees and leadership?

As of August 2026, Phillip James Financial's key employees include:

Bookkeeper: M. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Phillip James Financial Employee Directory

Find Phillip James Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead